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Upstart Holdings

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
251
Paradigm Financial Advisors
Missouri
$455K +$455K +1,439 New
OAM
252
Oppenheimer Asset Management
New York
$451K -$5.89M -18,595 -93%
SG
253
StoneX Group
New York
$445K +$445K +1,407 New
WMA
254
Wealth Management Associates
New Jersey
$442K +$442K +1,397 New
AA
255
ALPS Advisors
Colorado
$428K +$428K +1,351 New
SAM
256
Simplify Asset Management
Nevada
$428K +$428K +1,352 New
CL
257
CSS LLC
Illinois
$422K +$422K +1,334 New
MML Investors Services
258
MML Investors Services
Massachusetts
$412K +$412K +1,303 New
IRF
259
IBM Retirement Fund
New York
$411K +$411K +1,298 New
ACS
260
Archford Capital Strategies
Illinois
$411K +$411K +1,300 New
JWCA
261
J.W. Cole Advisors
Florida
$408K +$408K +1,288 New
KPW
262
Kore Private Wealth
New York
$397K +$397K +1,254 New
APP
263
Alpha Paradigm Partners
Illinois
$394K +$341K +1,079 +646%
TWM
264
Titus Wealth Management
California
$391K +$391K +1,235 New
Prudential Financial
265
Prudential Financial
New Jersey
$387K +$387K +1,682 New
William Blair & Company
266
William Blair & Company
Illinois
$383K +$383K +1,211 New
BWP
267
Baldwin Wealth Partners
Massachusetts
$380K
TFS
268
Thoroughbred Financial Services
Tennessee
$375K +$375K +1,186 New
GKWIM
269
Gerber Kawasaki Wealth & Investment Management
California
$367K +$367K +1,160 New
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364K +$31.6K +100 +10%
WWM
271
Wolff Wiese Magana
California
$362K +$171K +539 +89%
KA
272
Kercheville Advisors
Texas
$362K +$362K +1,145 New
KeyBank National Association
273
KeyBank National Association
Ohio
$361K +$361K +1,142 New
IWC
274
Integrated Wealth Concepts
Massachusetts
$350K +$350K +1,105 New
VWM
275
Venturi Wealth Management
Texas
$348K +$348K +1,099 New